See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,098 | $157,256-53.5% | $141,162-48.2% | $152,861-52.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 9.96% | 64.32%-54.4pp | 71.39%-61.4pp | 345.32%-335.4pp |
| Employer contribution / active EE | $805 | $5,261-84.7% | $4,735-83.0% | $4,762-83.1% |
| Participant deferral / active EE | $784 | $7,109-89.0% | $6,709-88.3% | $5,850-86.6% |
| Admin fee / account holder | $22,837 | $12,120+88.4% | $10,261+122.6% | $11,596+96.9% |